+22.8%
FLEX vs GEN
+17.6%
+5.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | -7.2% | -0.3% | -6.9% | -7.1% |
| 30D | -34.8% | +28.2% | -62.9% | -31.9% |
| 3M | -35.6% | +2.6% | -38.2% | -34.9% |
| 6M | -45.0% | +32.7% | -77.7% | -43.2% |
| YTD | +29.4% | +11.3% | +18.1% | +26.7% |
| All | +22.8% | +17.6% | +5.2% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling